(PUB) Investing 2016
38
Historical Performance
Historical Risk
Morningstar Rating vs.Category 5 Best
Total Return % 04-30-16
Total Return % Category Rank
12- Mo Yld %
Stand- ard Devia- tion (R²)
Risk Relative to Category
Morningstar Analyst Rating
1 Best, 100 Worst
A N N U A L I Z E D
Morningstar 500 International Equity
YTD 1 Yr
3 Yr
5 Yr
10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr
Foreign Stock
— -0.1 -7.2 2.5 2.2 2.2 — — — — — — 12.63 (86) —
QQQQ
American Beacon Intl Equity Inv AAIPX
— FV
-0.5 -11.3 1.7 1.3 1.6 59 55 33 27 16 1.2 13.36 (92) -2.6 -8.8 1.5 2.0 2.7 74 57 61 44 45 0.5 12.58 (86) -1.1 -9.9 2.6 1.7 3.2 47 70 40 54 30 1.7 11.89 (91) 1.7 -11.6 -0.3 1.3 — 19 70 76 39 — 3.0 11.82 (94) 2.3 -3.3 6.4 — — 24 1 1 — — 0.2 10.9 (90) -2.9 -11.5 1.9 3.8 3.2 79 91 52 16 29 0.5 13.11 (82) -4.7 -8.8 3.0 4.8 5.1 96 96 71 35 18 0.1 14.12 (63)
Avg Avg Low Low Low
E American Century International Gr Inv TWIEX American Funds Europacific Growth A AEPGX American Funds Intl Gr and Inc A IGAAX
´
FG ]QQQ
Œ Œ
QQ QQ
FG FB
QQQQQ
Ariel International Investor AINTX
— FV
„ Œ Œ Œ „ „ Œ ´ ´ ´ ´ „ ´ „ ˇ ´ „ ´ „ „ ˇ ˇ ´ „ ´ Œ Œ „ ˇ „ ´ Œ Œ „ „
QQQ QQQ
Artisan International Investor ARTIX
FG FR FB FB FR
+Avg +Avg Low Avg -Avg High Avg Avg -Avg Avg Avg Low Low High +Avg +Avg High +Avg -Avg High High Low -Avg +Avg -Avg Avg Avg +Avg Low
Artisan International Small Cap Investor ARTJX Artisan International Value Investor ARTKX Causeway International Value Inv CIVVX
QQQQQ
6.2
1.9 -4.6 5.9 6.5
15 6 3 3 1 0.8 11.47 (85)
QQQ QQQ
-2.1 -13.1 1.4 1.5 2.2 81 87 40 33 26 1.7 12.58 (88) 0.6 -7.9 1.7 2.6 4.5 22 89 88 75 34 1.3 11.43 (91)
Columbia Acorn International Z ACINX
FQ ]QQQQ FB ]QQQ
DFA International Small Company I DFISX Dodge & Cox International Stock DODFX Fidelity Diversified International FDIVX Fidelity International Discovery FIGRX E Fidelity International Growth FIGFX
2.7 -0.8 6.0 3.7 3.9 30 4 26 59 15 2.5 12.81 (86)
-0.3 -17.9
1.2 0.9 2.2 45 98 46 49 26 2.3 15.56 (92)
QQQ
FG
-2.3 -7.4 3.7 2.9 2.1 67 44 22 27 63 1.0 12.49 (88) -3.6 -7.4 2.6 2.6 2.5 87 43 39 30 49 1.1 12.52 (87) -1.0 -5.4 3.6 4.1 — 43 22 23 11 — 0.7 11.79 (87) -0.7 -3.4 6.0 4.7 2.3 53 4 3 4 23 1.0 12.15 (89) -0.5 -9.9 1.2 1.5 1.6 50 48 45 31 36 2.8 13.03 (95)
FG [QQQ
FG ]QQQQQ
QQQQQ
Fidelity Overseas FOSFX
FB FB FB FB FB FG FQ
QQQ
Fidelity Spartan International Idx Inv FSIIX
QQQQQ QQQQQ
6.8 0.7 2.2 -3.1
First Eagle Overseas A SGOVX
4.3 4.2 5.5
1 1 5 5 2 0.2 9.24 (85) — 11 4 1 1 — 1.8 8.11 (66) 8 63 61 54 11 1.7 13.92 (94)
7.3 8.8
FMI International FMIJX
QQQ
Harbor International Institutional HAINX
2.6 -11.0 0.6 0.7 3.3
QQQQ
Harding Loevner International Eq Inv HLMNX
2.0 -8.6 2.0 1.9 3.9 11 55 51 47 12 0.7 13.9 (92) 1.5 -3.9 3.6 4.0 — 43 43 71 54 — 2.5 6.53 (91) 3.3 -11.6 7.1 5.7 — 3 93 2 2 — 0.1 12.62 (65) -4.4 -17.1 -0.8 -0.5 2.1 94 97 85 83 27 1.8 13.17 (88)
QQQ
IVA International A IVIOX
QQQQQ
JOHCM International Select II JOHAX Litman Gregory Masters Intl Instl MSILX Longleaf Partners International LLINX
— FG — FB
QQQ
Q
-1.2
0.9
FB
5.5 -6.2
-0.5
1 12 91 83 61 1.7 17.27 (82)
QQQ
4.1 -8.5 -0.4 -1.3
Manning & Napier World Opportunities A EXWAX Neuberger Berman International Eq Inv NIQVX
FB
2.2
4 31 80 92 25 1.8 13.88 (89)
FB ]QQQQQ
0.5 -5.1 3.6
2.1 1.6
31 7 7
20 35
0.4 11.87 (88)
QQQQ
Oakmark International I OAKIX
FB
-0.9 -12.2 1.6 3.8 4.4 60 78 37 6 5 2.3 15.22 (87) 2.0 -10.3 3.5 2.6 3.3 35 98 74 77 41 2.4 14.38 (86) 1.5 -3.5 3.8 4.3 4.8 16 10 19 9 1 0.9 12.84 (86) -1.1 -1.3 7.2 6.1 5.4 49 28 12 18 13 0.7 10.87 (85) 0.3 -10.6 1.3 0.9 1.4 42 47 37 34 20 2.1 12.39 (94) 1.0 -8.8 2.7 1.9 2.7 26 57 37 49 46 1.1 13.14 (94) 0.0 -10.9 1.7 1.8 — 37 61 34 25 — 2.1 12.22 (95) -0.1 -6.6 2.8 5.1 4.4 50 11 12 1 1 0.8 8.47 (83) -1.2 -10.0 1.9 2.0 3.4 49 72 53 41 26 1.3 12.81 (91) 0.4 -8.8 1.6 1.8 1.8 33 34 35 26 31 2.8 13.04 (96) 3.6 -5.8 2.5 0.6 — 18 75 87 93 — 2.4 13.04 (89) -1.4 -3.5 7.0 3.6 3.5 88 36 9 64 26 1.5 11.71 (85) -0.1 -9.7 2.8 1.7 3.2 34 68 33 52 34 1.4 14.77 (94) 2.0 -12.7 0.5 0.8 1.4 26 68 50 36 21 2.1 13.94 (96) 1.9 -11.2 0.2 0.0 — 16 65 69 75 — 2.9 13.24 (98)
FQ [QQ
Oakmark International Small Cap I OAKEX Oppenheimer International Growth A OIGAX T. Rowe Price International Discovery PRIDX T. Rowe Price International Gr & Inc TRIGX T. Rowe Price International Stock PRITX T. Rowe Price Overseas Stock TROSX Tweedy, Browne Global Value TBGVX Vanguard Developed Markets Idx Admiral VTMGX Vanguard FTSE All-Wld ex-US Idx Admiral VFWAX Vanguard FTSE All-Wld ex-US SmCp Idx Inv VFSVX Vanguard International Explorer Inv VINEX Vanguard International Growth Inv VWIGX Vanguard International Value Inv VTRIX Vanguard Total Intl Stock Index Admiral VTIAX USAA International USIFX
QQQQ QQQQ
FG
FR
FV [QQQ
QQQ
FG FB FV FG FB FB FQ FQ FG FV FB FG
QQQQ
QQQQQ
Low
QQQQ
Avg Avg
QQQ
QQ QQ
+Avg Avg -Avg High +Avg +Avg
QQQ QQQ QQQ
Œ
2.1 -10.6 0.4 0.1
1.6
12 58 65 72 35
2.8 13.15 (98)
´
QQQQ
Virtus Foreign Opportunities A JVIAX
1.4 -0.4 1.4 4.5 3.9 17 1 63 6 11 0.9 11.81 (79)
Low
World Stock
— 0.7 -5.4 5.3 4.7 3.9 — — — — — — 12.23 (80) —
Œ QQQ Œ QQQQ ´ QQQ
American Funds Capital World Gr&Inc A CWGIX American Funds New Perspective A ANWPX American Funds SMALLCAP World A SMCWX
1.7 -5.2 5.4 5.4 4.9 35 42 50 37 24 2.4 11.37 (91) -1.5 -3.2 7.6 6.9 6.3 77 26 12 12 5 0.7 11.86 (85) -1.1 -5.4 6.3 5.4 5.3 72 45 30 39 17 0.0 12.86 (64) -3.4 -9.3 4.2 8.2 — 91 82 70 4 — 0.0 12.71 (74)
-Avg Avg +Avg +Avg
QQQQ
Artisan Global Equity Investor ARTHX
—
MSCI World Index MSCI EAFE Index
1.2 -4.2 6.3 6.0 4.1 -0.5 -9.9 1.0 1.4 1.3
Legend
Categories FA Foreign–Small/Mid Value FB Foreign–Large Blend FG Foreign–Large Growth FQ Foreign Small/Mid Blend FR Foreign–Small/Mid Growth
FV Foreign–Large Value SC Communications SF Financial SH Health SN Natural Resources
SP Equity Precious Metals SR Real Estate SU Utilities ST Technology
Red Lowest return in group Green Highest return in group Italic Extended performance
E New this month ][ Increase/decrease in rating NR No Morningstar Rating; fund less than three years old.
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